Morgans Financial Limited

Morgans can offer you all the services and products you need to achieve your investment goals - delivered in the uniquely Morgans friendly and professional style. We have been helping Australian investors with stockbroking services for over 35 years and are Australia’s largest national full-service retail stockbroking and wealth management firm, with 22 offices located around Queensland.

What do our clients in the medical profession want advice on?

Strategies to convert their income into asset wealth at each stage of their careers, through:

  • Superannuation and discretionary trusts
  • Tax effective investing
  • Retirement planning strategies
  • Access to the widest range of investment opportunities

Our advice considers:

  • QSuper defined benefit and accumulation accounts
  • Comparisons with all other superannuation funds
  • Is a SMSF the right superannuation vehicle?
  • Shares and managed funds in Australia and internationally
  • Initial Public Offerings (floats)
  • Diversification across all asset classes

A Morgans adviser gives you access to all of the above, including specialist advice and award winning research.

Morgans has 22 branches across Queensland, and is pleased to be an AMA Queensland partner.

For more information about Morgans range of services visit our website

Member Offer 1

As an AMA Queensland member, Morgans provides initial consultations at no cost. 

Members can also access copies of Morgans' Investment Watch and Your Wealth publications at no charge. Email financial.benefits@morgans.com.au for a copy.

Morgans will put you in touch with one of our friendly advisers in your local area. Please email financial.benefits@morgans.com.au.

P: 1300 959 186
E: financial.benefits@morgans.com.au


 

Aged Care Advice Service for member patients and families

AMA Queensland has entered into an alliance with Morgans Financial Limited to provide an Aged Care Advice Service to make aged care financial advice accessible and affordable for all Queenslanders and help them choose the best option for loved ones.

Considering all the issues and challenges involved in placing someone into residential care can be a very emotional and stressful time for families. Adding to this is the complexity of all the financial options available to fund residential care accommodation and care costs.

Advice is provided by an experienced specialist aged care advice team headed by David Codey in Morgan’s Brisbane head office.

Advice is fee for service only, with an initial general advice phone consultation at no charge, with comprehensive personal advice fee for low means clients ($500-$1,000) and high means clients ($1,000-$2,000).

Member Offer 2

As an AMA Queensland member, your referred patients can access a 30 minute general advice phone consultation at no cost and low fees for personal advice.

P: 1800 807 223
E: aged.care@morgans.com.au

For more information

Aged Care Advice Service